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Filers›Family Office›Solus Alternative Asset Management LP
DOSSIER · 13F-HR · Q1 2026

Solus Alternative Asset Management LP

Solus Alternative Asset's family office based in London, UK — $372M in tracked AUM across 10 positions as of Q1 2026.

SA
Solus Alternative Asset·London, UK·Family Office
CIK 0001407737 · last filed Mar 31, 2026
Total AUM
$372M
▼ 4.2%
vs prior
Holdings
10
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
Top sector
Tech
39% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Based on the SEC 13F filing data provided for Solus Alternative Asset Management LP for the period ending September 30, 2025, the following comprehensive analysis details the firm's portfolio structure, sector allocation, and strategic shifts.

1. Portfolio Overview

Solus Alternative Asset Management LP manages a highly concentrated portfolio totaling approximately $284.29 million across just 8 holdings. This structure indicates a high-conviction investment strategy characterized by ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTOL
BRISTOW GROUP INC
$135M2.9M36.3%
02
VLO
VALERO ENERGY CORP
$47M190K12.6%
03
VEON
VEON LTD
$41M887K11.0%
04
CVX
CHEVRON CORPORATION
$37M178K9.9%
05
XOM
EXXON MOBIL CORP
$35M205K9.4%
06
MARA 1 12/01/26
MARA HOLDINGS INC
$34M35.6M9.1%
07
H8817H100
TRANSOCEAN LTD
$30M4.5M8.0%
08
BKR
BAKER HUGHES COMPANY
$11M175K2.9%
09
CNK
CINEMARK HLDGS INC
$3M116K0.9%
10
EAF
GRAFTECH INTL LTD SR NT
$245,67336K0.1%

Filing history

Filing history loading…
AI Agent · grounded in Solus
haiku-4-5 · 10 positions indexed
Sector mix
  • Tech39%
  • Financials9%
  • Health Care7%
  • Cons. Disc.4%
  • Communications15%
  • Energy26%
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